February often brings a shift in focus. The energy of a new year is still present—but now it’s about putting plans into action, making meaningful moves, and staying grounded in our everchanging environment.
This month, we’re centering our Wealth of Knowledge newsletter around topics that often go hand in hand: thoughtful tax planning and the conversations that shape our financial lives.
Also, we’re happy to announce our upcoming February webinar.
Our Moneco colleague Chris Levene, CFP® will host an interactive webinar on Navigating Money Conversations on February 26th at 1 pm. See below for registration details.
Our topics this month include:
- Advisor Insights Blog: Tax Planning Prep & Money Conversations
- Market Pulse: February 2026 Market Recap
- Featured Resources: The Family Table – Legacy Series
If any of these insights spark questions, please don’t hesitate to reach out to our team. We encourage you to share this newsletter with others who may find it valuable.
Advisor Insights: Tax Planning & Money Conversations
Preparing For April
Tax season is officially underway.
While many view April as the finish line, at Moneco we see it as a checkpoint–an opportunity to look beyond filing and begin planning ahead.
Accurate, organized tax preparation matters. Gathering documents early, communicating clearly, and discussing any life or business changes can help minimize stress and avoid surprises–especially as financial complexity grows. Multiple income sources, investments, real estate, or business activity all add layers that benefit from proactive coordination and candid money conversations.
But the real opportunity begins after the return is complete. A finalized tax return provides a valuable snapshot–revealing how income, investments, and deductions worked together and where adjustments could improve outcomes. Reviewing it thoughtfully allows us to align tax strategy with investment decisions, contribution planning, and evolving tax laws.
By integrating tax preparation, planning, candid money conversations and wealth management, we help clients look past April–and position the year ahead with greater clarity and confidence.
Read/View below for TJ Hickey’s insights on Tax Planning:
Read the full Advisor Insights Blog here: https://monecoadvisors.com/insights/advisor-insights-preparing-for-april-beyond/
Market Pulse
Looking Ahead With Perspective: Momentum Builds, but Discipline Still Matters
Emerging markets (EM) have been on a strong run, and the outlook suggests the momentum may continue.
A softer U.S. dollar–especially if the Federal Reserve eases rates–could enhance returns for U.S. investors, while EM earnings are projected to outpace those in the U.S. and Europe in 2026, driven by efficiency, governance improvements, and innovation.
Technology remains a key catalyst. Countries like Taiwan, South Korea, and China are central to the global AI supply chain, particularly in semiconductors, positioning EM to benefit from AI’s ongoing growth. Valuations are still attractive compared with U.S. equities, highlighting potential long-term opportunities.
However, risks persist. Inflation, global market volatility, high earnings expectations, and geopolitical tensions could pose challenges.
Overall, EM strength appears grounded in fundamentals, underscoring the importance of a disciplined, long-term investment strategy.
Click below to read the February 2026 Summary from LPL Financial, for insights and market analysis:
weekly-market-commentary-2-09-26-client-summary
The Family Table Audio Series
Welcome to The Family Table: Key Legacy Conversations, a four-part audio series from Moneco Advisors. Conversations around legacy, estate planning, and family intentions are often the most meaningful, and the most avoided.
In this series, our colleagues Ginnie Thompson and Chris Levene, CFP® share how they approach meaningful discussions with families, why these conversations matter, and the role thoughtful planning plays in helping to create clarity and understanding.
This audio series is part of our ongoing effort to imbue perspective and insight into planning conversations that shape long-term family and financial outcomes. We hope the series encourages thoughtful dialogue and provides a clearer understanding of how these topics are approached in practice.
Click below to listen in on the conversation:
A Four-Part Audio Series on on Legacy, Estate & Family Dialogue
And last but not least, You’re Invited to a Webinar Thursday, February 26th at 1 pm. Learn more here:
Important Disclosures
This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. Moneco Advisors, LLC and LPL Financial are not affiliated with any other referenced entity.
This commentary reflects the personal opinions, viewpoints and analyses of the Moneco Advisors employees providing such comments and should not be regarded as a description of advisory services by Moneco Advisors or performance returns of any Moneco Advisors client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Moneco Advisors manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.